Position in MA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,833,752
-$163,339 QoQ
Shares Held
3,670
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026CAPITAL & PLANNING, LLC holds $14,556,488 across 3 Credit Services names. MA ranks #2 (12.6% of the industry book) .
All Filings in MA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,833,752 | 3,670 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $1,997,091 | 3,511 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,591,976 | 2,833 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,231,077 | 2,246 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $251,700 | 478 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||